Configuring Workflow Policies for Order to Cash

After administrators enable the component groups for order creation, they must configure the workflow policies. When information about an account or contact changes in the Siebel application, workflow policies invoke workflows and call Web services to synchronize data with the third-party billing application.

Workflow policies are used to support the following functions in Order to Cash.

• Account synchronization and update

• Contact synchronization and update

Though these two functions are not supported in distributed order orchestration, these workflow policies can be useful to track the changes in Siebel accounts and contacts in AIA.

This task is a step in Process of Integrating Order to Cash.

To configure the workflow policies

1. Create a job to run the Generate Triggers component in the Workflow Management component group.

   For more information, see the topic about running Generate Trigger in Siebel Business Process Framework: Workflow Guide.

2. Expose the Default Tasks parameter so that you can change this parameter value when you copy the Workflow Manager Agent component in the next step.

   For more information, see Exposing the Default Tasks Parameter.

3. Create a copy of the Workflow Monitor Agent component.

   For more information, see Copying the Workflow Monitor Agent Component.

4. Start the new Workflow Monitor Agent task for customer synchronization.

   For more information, see the topic about using the Workflow Monitor Agent in Siebel Business Process Framework: Workflow Guide.

5. (Optional) Review the log files for the new Workflow Monitor Agent task.

   For more information, see the topic about workflow policies and Siebel Server task trace files in Siebel Business Process Framework: Workflow Guide.